Filed August 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,025 | $46,966-27.6% | $185,117-81.6% | $69,631-51.1% |
| Participation rate | 68.7% | 65.3%+3.4pp | 77.3%-8.6pp | 70.7%-2.0pp |
| Annual return | 16.12% | 22.36%-6.2pp | 40.50%-24.4pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,204 | $1,360-11.5% | $4,182-71.2% | $2,032-40.7% |
| Participant deferral / active EE | $3,173 | $3,017+5.2% | $5,045-37.1% | $3,224-1.6% |
| Admin fee / account holder | $191 | $94+104.1% | $8,159-97.7% | $110+73.4% |